Crestwood Blog

SmartList Builder- Purchase Order
Mike Gordon
Mike Gordon

Dynamics GP Smarlist Builder: Purchase Order Shipment Receipt and Matching Line Number

I recently helped a Microsoft Dynamics GP client create a Smartlist to pull in Purchase Order Numbers for Shipments and Match Receiving Lines.  Additionally they wanted to see the number of the Receiving Line.   To accomplish this I created a Smartlist Builder Report from the Smartlist Receiving Transactions. Here’s how: The trick is we had … Read more

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Microsoft Dynamics Changes
Mary Lenehan
Mary Lenehan

New Tech Support Portal: Big Change Coming for Microsoft Dynamics Users

Life would be so boring without change, don’t you think? We know that Microsoft agrees with that! One big change is coming that we wanted to make you aware of: the new, modern portal for submitting support requests for all Dynamics products (like Dynamics GP, Dynamics SL, and Dynamics 365 Business Central). Microsoft is working … Read more

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Dynamics GP Checkbook ID
Juliet Constantino
Juliet Constantino

Checkbook ID Defaults on Computer Check Batch in Microsoft Dynamics GP 2018 R2

Another new feature in the Microsoft Dynamics GP 2018 R2 release is the ability to select a default checkbook in the Payables Management setup window. The checkbook ID selected here will default in the Payables Batch Entry window when creating a “Computer Checks” batch. In previous versions, when a Payables batch was created using a … Read more

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Dynamics GP General Ledger
Juliet Constantino
Juliet Constantino

Post Through the General Ledger at the Transaction Level (New Feature in Microsoft Dynamics GP 2018 R2)

In previous versions of Microsoft Dynamics GP, any transaction posted from a sub-module that was not saved to a batch would automatically create a batch that had to be posted in the General Ledger. Not anymore! Users may now post through the General Ledger at the transaction level. Here’s how An additional checkbox has been … Read more

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Acumatica Construction Overview
Angela Stuart Mills
Angela Mills

Acumatica Construction Edition: Taking Businesses into the Future

Construction professionals struggle with many of the same challenges as those in other areas of business, but with an entire set of unique issues. Accounting and ERP software designed specifically for construction contractors, fabrication, home builders, subcontractors, specialty contractors, and land developers with the solutions they require to improve their bottom line, can help keep … Read more

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Dynamics 365 Fixed Assets
Juliet Constantino
Juliet Constantino

Quickly Create and Depreciate a New Asset in Dynamics 365 Business Central

Managing fixed assets is a cornerstone of any good accounting software. Microsoft Dynamics 365 Business Central is no different. Here’s how to create and depreciate a new asset in a flash. Create a New Fixed Asset Go to Finance>Fixed Assets>New. Then enter the basic information (the fields in boxes below are required). Note: the subclass … Read more

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Cloud Distribution
Jen
Jen

8 Ways to Know Your Cloud ERP will Enable Real-time Visibility for Distribution Companies

Distribution businesses need real-time visibility into sales, order management, inventory, purchasing, production and services—and accounting information. Customers and employees now expect to have complete information at their fingertips.  Maybe you’re considering a new or upgraded ERP system?  Cloud solutions can help, but only if they’re built the right way. Do you know the difference between … Read more

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Webinar
Amber
Amber Tselios

Webinar: 5 Ways to Save in the Procurement Process (presented by Paramount Workplace)

Wednesday, March 20th, 2019 11:00 AM – Noon (CST)   Register Here! Lowering overhead and purchasing costs are a primary goal for procurement professionals. Where should you be focusing your energies to lower procurement costs? Join our friends at Paramount Workplace as they talk about the 5 ways you can save and learn how you … Read more

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Management Reporter Refresher
Mike Gordon
Mike Gordon

A Management Reporter (MR) Refresher: Advanced MR Tips with downloadable guides!

Attention Dynamics SL Users: You’ll notice a lot of “Dynamics GP” language used below – that’s only because we used Dynamics GP for our presentation. Management Reporter works exactly the same in Dynamics SL!   Maybe you have heard that Microsoft will no longer be releasing updates to Management Reporter. This does not mean, however, … Read more

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